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September 12, 2018 | News & Events

Tolleson Wealth Management Goes Inside the Investment, Hosting Andy Rothman of Matthews Asia

Chief Investment Officer Eric Bennett and the firm’s Investment Team welcomed clients to a private reception featuring Andy Rothman, Investment Strategist at third-party manager Matthews Asia, to present on the dynamic and growing Asia markets. Delving into the latest economic developments, Rothman gave a unique insight into China’s markets, reflecting on his 20-year career as a macrocosmic strategist.

“We appreciate that many of our clients don’t have the ability to be deeply involved with the financial markets and specific investment strategies.” Bennett said. “It’s our team’s responsibility to actively engage on our clients’ behalf. Having a resource like Andy Rothman come speak on this topic is significant and timely.”

For the last 10 years, Tolleson Wealth Management has hosted high-profile speakers such as Rothman for intimate learning experiences for clients and their families. “Our goal with this program was to bring clients closer to their investments by introducing them to a money manager that invests on their behalf,” said Austin Reynolds, Investments Manager. “With the media constantly communicating mixed message about China, hosting Andy was a way to address the misconceptions we often hear.”

Although the firm has brought in speakers on various topics, this event was the first of its kind by focusing on an investment topic. “It won’t be our last event like this. We look forward to bringing in engaging speakers like Andy that we believe have an edge in identifying great investment opportunities,” said Reynolds.